Blog

Energy + Dividends = Do They Add Up?

May 03, 2016

For years the energy sector offered the best of all worlds, stocks and dividends were both going up on the merits of rising commodity prices. Unfortunately the downturn in commodity prices have had adverse effects on not only the share prices, but the income reliability as well. As investors turn to their portfolios for income, we discuss why dividends are an important attribute of any investment.

Is Your Portfolio Going to be "Trumped"?

Apr 20, 2016

By CWB McLean & Partners Portfolio Management Team

As the U.S. Republican and Democratic races head into their final conventions to select their presidential nominee, and the race for the White House begins for the next few months, investors are asking what the impact of the U.S. election is on their portfolio. As a money manager who has been through a few U.S. election cycles, I am being asked, "Should I sell before the election and wait to see who gets elected before buying again?”

Key Takeaways from the FOMC Policy Meeting

Mar 17, 2016

By Ric Palombi

The Fed held their policy meeting yesterday, and as expected, interest rates were held steady. In this blog, we discuss key takeaways from Yellen's press conference.

International Women's Day... What Inspires Us

Mar 14, 2016

By Erica Gordon

What inspires us on International Women's Day.

What Do Negative Interest Rates Mean?

Feb 02, 2016

By CWB McLean & Partners Portfolio Management Team

The Bank of Japan surprised markets when they moved to a negative interest rate. In our latest blog, we discuss what negative interest rates mean, and how this impacts our portfolio.

Anatomy of the Global Sell-Off

Jan 13, 2016

By Ric Palombi

The new year kicked off with a global sell-off when China reported a lower manufacturing PMI. Investors fear that a potentially competitively devaluating yuan could lead to other emerging market countries devaluting their currencies and fear of a Chinese deflationary wave spreading globally.

One Year Anniversary

Nov 12, 2015

By Russ MacKay

With the vision to offer our clients more opportunities for customized portfolios, improved tax efficiencies, and simplified portfolio accounting, we introduced two new private pools one year ago.

Planning for Higher Taxes

Nov 04, 2015

By Russ MacKay

With any new government, the introduction of new legislations may come as a bit of a surprise, especially in the case of tax laws. While incorporating tax efficiencies should always be considered, the upcoming rates only amplify the importance of planning for high-income earners. In order to effectively navigate the waters, we provide several tax-saving strategies for your consideration.

Election 2015: Change is Coming

Oct 19, 2015

By CWB McLean & Partners Research Team

Today marks Election Day here in Canada – a day that many of us have been anticipating for the last couple of months. Over the past year, Canada has experienced a fair share of new challenges and obstacles in both political and economic environments. Although the future of our leader is uncertain, it is clear that we, as Canadians, will be a part of massive change. CWB McLean & Partners remains 100% committed to navigating the waves of volatility, and despite change, we are steadfast to serving our client’s best interests.

Will Europe Go Into Recession?

Jul 06, 2015

Greek voters delivered an overwhelming "no" vote to the proposed terms of a bailout by the Euro Zone; the markets are showing continued volatility, and are subject to extreme headline risk; and ultimately, a recession in Europe is in question.